Field management software for insurance agents & surveyors
Put every agent and surveyor on a live map, prove every claim inspection with photos, and stop renewals slipping away.
Claim surveys and agent visits are hard to schedule and harder to prove, so claims drag and renewals quietly lapse.
One platform for agent visits, claims and renewals
Call it insurance field force management software, agent-tracking software, a claim-survey app or surveyor software. FieldExecutives brings it together: every agent and surveyor on a live map, every visit and inspection proven, and every follow-up tracked.
It works as your claims-inspection and policy-servicing software, with custom survey forms, photo/document capture and appointment scheduling, so claims move and renewals don’t slip.
How work flows for Insurance
From the office to the field and back, every assignment, tracked end to end.
Visits and surveys
Agent visits, claim surveys and renewals are scheduled with location and forms.
Geo-verified check-in
Optimised routing and a geo-verified check-in at the customer or claim site.
Photo & document proof
Inspection or advisory captured with photos and documents on a custom form.
Live claim TAT
Visits close with proof; claim TAT, renewals and agent activity report live.
A day of visits and surveys
Claim survey
Surveyor checks in at the site, damage photographed.
Agent visit
Advisory call logged, documents captured.
Renewal follow-up
Renewal visit scheduled and logged.
Day closed
Claim TAT and renewals updated live.
Capture exactly what Insurance work needs
Build the fields, forms and proof your process demands, by drag-and-drop, with no code. Here’s what teams like yours typically track:
See how configuration worksYour whole operation, on one screen
Live map, proof of every visit, and the numbers that actually move your business, what teams typically see:
How we’ve helped insurance partners
The changes teams see once the field runs on FieldExecutives.
Trusted by insurance teams
“Claim survey turnaround dropped once we could schedule and track surveyors live.”
“Renewals stopped slipping through the cracks once follow-ups were tracked.”
“Every inspection now comes with geo-tagged photos. Disputes fell.”
Insurance, answered
Can surveyors capture claim inspections?+
Yes. Surveyors capture geo-tagged photos, documents and a custom survey form at the claim site.
Does it help with renewals?+
Yes. Renewal visits and follow-ups are scheduled and tracked, so policies don’t quietly lapse.
How is agent activity tracked?+
Agents check in with GPS at each visit, so managers see activity and coverage live.
Ready to run your insurance team on a live map?
Start free with up to 2 users, or book a 20-minute demo and we’ll map it to your exact workflow.